Edward
Murray

Spc

CRD#6167908
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Edward Murray is a financial advisor based in Ann Arbor, Michigan. Murray is an employee of Spc. During their career, the advisor has held roles at New York Life Ins, Nylife Securities LLC, Cantella & Co., Inc, Lpl Financial LLC, Sigma Financial Corporation and Spc. Murray holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Massachusetts, New York, North Carolina, Pennsylvania and Vermont. Spc is a financial advisory firm based in Ann Arbor, MI. It has offices in 426 locations and a total of 610 financial advisors. It oversees $6 billion in assets under management across its 34,594 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 34,594 accounts, just 8% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Spc offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually depend on which services the firm provides the client. Fee types charged by Spc may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Edward Murray Work History

Edward has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Sigma Financial Corporation

2023 - Present (1 year)

Spc

2017 - 2023 (6 years)

Lpl Financial LLC

2015 - 2017 (2 years)

Cantella & Co., Inc

2013 - 2015 (2 years)

New York Life Ins

2013 - 2015 (2 years)

Nylife Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edward Murray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spc

Kyle Aschliman
Fort Wayne, IN
Robert Wojcik
Madison, MS
Richard Colleoni
Mansfield, TX
Mark Sumner
Ann Arbor, MI
Jeremy Fortin
Englewood, CO
Justin Mccolaugh
Cincinnati, OH
Phillip Mekas
Ann Arbor, MI
Kimberly Jones
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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